financial-analysis

Analyze recurring payment data for spending patterns and anomalies.

Updated Dec 13, 2025
One-click install
npx skills add https://github.com/YuriODev/money-flow --skill financial-analysis-yuriodev
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: financial-analysis
Source: https://github.com/YuriODev/money-flow/tree/main/.claude/skills/financial-analysis
Command: npx skills add https://github.com/YuriODev/money-flow --skill financial-analysis-yuriodev

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Analyzes and interprets recurring payment data to reveal spending patterns, identify anomalies, and provide actionable insights to optimize budgets.

Core Features & Use Cases

  • Spending Analysis across categories, frequencies, and time ranges.
  • Budget Comparison to assess utilization and forecast overages.
  • Trend Detection to surface rising or diminishing expenses over time.
  • Anomaly Detection to flag price changes, duplicates, and unusual charges.
  • Use Case: Generate monthly spending summaries and highlight opportunities to cut costs.

Quick Start

Analyze my recent subscription data to produce a monthly spending summary and identify any unusual charges.

Frequently Asked Questions about financial-analysis

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I detect anomalies in my recurring subscription payments?

Budget comparison assesses spending utilization and forecasts overages by analyzing structured payment data across categories like subscriptions, utilities, and insurance. It requires data including frequency and next billing date to evaluate your current expenses against your monthly budget.

What is the best way to generate a monthly spending summary for subscriptions and utilities?

The best way to generate a monthly spending summary is to analyze recurring payment data across categories like subscriptions, utilities, and housing. This produces machine-readable results highlighting spending trends and opportunities to cut costs for downstream dashboards.

Can I use this to compare spending trends across different categories like housing and insurance?

Yes, you can compare spending trends category-by-category across subscriptions, utilities, housing, and insurance. The analysis applies to structured payment data to surface rising or diminishing expenses over time, returning machine-readable results for your dashboards.

What data format is required for analyzing recurring payment patterns?

Analyzing recurring payment patterns requires structured payment data that explicitly includes payment frequency, category, and next billing date. This structured input enables the system to perform trend detection, budget comparison, and anomaly alerts accurately.

Why does my spending analysis require the next billing date for recurring payments?

Spending analysis requires the next billing date to accurately assess budget utilization and forecast overages for recurring payments. Including this data point allows the system to detect trends, identify anomalies, and generate actionable monthly spending summaries.